See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC6 years Filed as: HDH ADVISORS, LLP Service code 34 · EIN 26-0734074 1601 22ND ST STE 305 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $13,500 |
MARTENS & COMPANY, CPA, LLP9+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $11,700 |
JOE ROBERTS6 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,571 | $80,724-27.4% | $103,333-43.3% | $74,495-21.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.56% | 27.56%-18.0pp | 24.88%-15.3pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $3,100 | $3,157-1.8% | $3,868-19.8% | $2,623+18.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $79 | $2,368-96.7% | $8,355-99.1% | $1,942-95.9% |